| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 680,535 | 62,621,000 | 1.71% | ||
| 2 | ISHARES TR | 573,960 | 61,116,000 | 1.67% | ||
| 3 | SPDR SERIES TRUST | 1,520,425 | 61,091,000 | 1.66% | ||
| 4 | APPLE INC | 552,823 | 55,696,000 | 1.52% | ||
| 5 | ISHARES TR | 587,094 | 54,041,000 | 1.47% | ||
| 6 | ISHARES TR | 374,190 | 51,167,000 | 1.39% | ||
| 7 | VANGUARD INDEX FDS | 482,129 | 48,811,000 | 1.33% | ||
| 8 | ISHARES TR | 482,074 | 48,570,000 | 1.32% | ||
| 9 | ISHARES TR S&P 100 ETF | 525,823 | 46,357,000 | 1.26% | ||
| 10 | JPMORGAN CHASE & CO | 822,432 | 43,796,000 | 1.19% | ||
| 11 | FIDELITY | 1,497,304 | 40,961,000 | 1.12% | ||
| 12 | FIDELITY | 1,481,257 | 40,451,000 | 1.10% | ||
| 13 | VANGUARD SPECIALIZED FUNDS | 525,582 | 40,444,000 | 1.10% | ||
| 14 | FIDELITY | 1,500,230 | 40,358,000 | 1.10% | ||
| 15 | ISHARES TR | 202,668 | 40,185,000 | 1.09% | ||
| 16 | ISHARES TR | 372,512 | 39,234,000 | 1.07% | ||
| 17 | ISHARES TR | 616,071 | 38,970,000 | 1.06% | ||
| 18 | ISHARES TR | 424,742 | 37,833,000 | 1.03% | ||
| 19 | VANGUARD BD INDEX FDS | 461,558 | 36,957,000 | 1.01% | ||
| 20 | ISHARES TR | 513,526 | 36,377,000 | 0.99% | ||
| 21 | SPDR S&P 500 ETF TR | 166,116 | 32,740,000 | 0.89% | ||
| 22 | ISHARES TR | 623,650 | 31,700,000 | 0.86% | ||
| 23 | FIDELITY | 1,119,097 | 30,389,000 | 0.83% | ||
| 24 | EXXON MOBIL CORP | 322,260 | 30,321,000 | 0.83% | ||
| 25 | FIDELITY | 989,275 | 30,096,000 | 0.82% | ||
| 26 | FIDELITY | 999,546 | 30,033,000 | 0.82% | ||
| 27 | FIDELITY | 1,068,406 | 29,747,000 | 0.81% | ||
| 28 | AT&T INC | 805,054 | 28,370,000 | 0.77% | ||
| 29 | ISHARES INC | 557,908 | 28,316,000 | 0.77% | ||
| 30 | SPDR SER TR | 918,744 | 27,498,000 | 0.75% | ||
| 31 | ISHARES RUSSELL 2000 GROWTH ETF | 190,957 | 25,199,000 | 0.69% | ||
| 32 | ISHARES TR | 229,958 | 25,156,000 | 0.69% | ||
| 33 | BERKSHIRE HATHAWAY INC DEL | 181,340 | 25,050,000 | 0.68% | ||
| 34 | PROCTER AND GAMBLE CO | 286,824 | 24,013,000 | 0.65% | ||
| 35 | ISHARES 7-10 YEAR TREASURY BOND ETF | 220,762 | 22,966,000 | 0.63% | ||
| 36 | VERIZON COMMUNICATIONS INC | 457,977 | 22,892,000 | 0.62% | ||
| 37 | GENERAL ELECTRIC CO | 848,310 | 21,737,000 | 0.59% | ||
| 38 | VANGUARD INTL EQUITY INDEX F | 506,724 | 21,144,000 | 0.58% | ||
| 39 | POWERSHARES QQQ TRUST | 202,659 | 20,021,000 | 0.55% | ||
| 40 | FIDELITY | 743,386 | 19,599,000 | 0.53% | ||
| 41 | SPDR DOW JONES INDL AVRG ETF | 114,657 | 19,503,000 | 0.53% | ||
| 42 | VANGUARD TAX-MANAGED FDS | 472,552 | 18,784,000 | 0.51% | ||
| 43 | MICROSOFT CORP | 380,656 | 17,643,000 | 0.48% | ||
| 44 | VANGUARD INDEX FDS | 207,603 | 17,351,000 | 0.47% | ||
| 45 | ISHARES TR | 159,907 | 17,288,000 | 0.47% | ||
| 46 | SPDR SER TR | 229,037 | 17,171,000 | 0.47% | ||
| 47 | JOHNSON & JOHNSON | 156,633 | 16,689,000 | 0.45% | ||
| 48 | POWERSHARES ETF TR II | 501,706 | 16,642,000 | 0.45% | ||
| 49 | COLGATE PALMOLIVE CO | 253,903 | 16,559,000 | 0.45% | ||
| 50 | VANGUARD INTL EQUITY INDEX F | 296,174 | 16,355,000 | 0.45% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-14-068732, filed 2014.11.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
